Green Belt Bank & Trust

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Iowa Falls, Iowa
CRD number
160583
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Green Belt Bank & Trust operates as the advisory arm of a banking organization, registered as an institutional RIA and structured as a corporation. FINTRX flags the firm as a capital allocator that primarily performs selection-of-other-advisers activity rather than acting as a traditional sub-adviser or active portfolio manager. The firm’s business classification is a bank, and it reports a fee arrangement described as “Other.” It is not identified as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser to another registered firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Kirk Yung

    Kirk Yung

    President, CEOCRD 7297157

  • Eric Staff

    Eric Staff

    Chief Compliance OfficerCRD 6933501

  • Hollie Babcock

    Hollie Babcock

    Chief Financial OfficerCRD 7297156

Contacts

1 of 1
  • James Stephenson

    James Stephenson

    Agency ManagerCRD 6036824

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Iowa Falls, IA

Hardin

Location

Iowa Falls, IA

Headquartered in Iowa Falls, IA, in the Midwest of the United States.

Region
Midwest
County
Hardin
Address
616 Washington Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth